Who We Are

ICON’s Vision and Mission Statements:

To be the Northwest’s most respected independent fee-based financial planning and wealth management firm. Serving as their trusted Personal CFO, we bring vision and direction to the lives of our clients and their families.

ICON’s Value Statement:

ICON Consulting was founded with the singular focus of helping clients understand and make informed decisions regarding their financial well-being. We have a fundamental understanding and focus that the most important part of our relationship is to protect and look out for our clients’ best interests. And, as we cultivate relationships with our clients that last a lifetime, it is our unbiased and expert knowledge that is key to our shared success. Gaining and retaining wealth requires education, vision, and direction, and it is extremely difficult to navigate in the financial world if you do not have someone you trust teaching you the rules.

Welcome to ICON, we are here to help.

If you are interested in finding out more about our Personal CFO services Contact Us

At ICON Consulting, our focus is to provide our clients with strategic, knowledge-based consulting and advice. At times, we may also assist our clients with securities related services. We are currently registered in: Alaska, Arizona, California, Florida, Georgia, Idaho, New Hampshire, New Jersey, Ohio, Oregon, Maryland, Massachusetts, Minnesota, Pennsylvania, Texas, Virginia, Washington DC and Washington. Our website is only intended for residents of these states or for individuals interested in ICON's financial planning and consulting services. By viewing our site, you verify that you meet one of these criteria. Fee based consulting and financial planning services offered through ICON Consulting, an independently owned and operated Registered Investment Advisor. Investment advisory services offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and ICON Consulting are separate entities from LPL Financial. Securities offered through LPL Financial, member FINRA / SIPC

Locally owned and independently operated, ICON Consulting is one of the industry's leading comprehensive wealth management and financial planning services firms serving Seattle, Bellevue, Kirkland, and the Northwest. As a Registered Investment Advisor firm in the state of Washington, ICON has a team of Wealth Managers, CFPs, Financial Planners, and Financial Advisors here to help you objectively manage your family's wealth.